> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The executive dashboard

> Read the whole hospital on one screen — activity, money and patient growth — then open the report or the unit behind any figure.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Enterprise" roles="Owners, managers and accountants" />

**Executive** is the hospital at a glance, across every department at once. It is a page you read, not a page you act on: its job is to tell you where to look, and then hand you off to the report that explains a figure or the unit that can change it.

<Path steps={['Sidebar', 'Executive', 'Executive']} />

<TaskHeader before="Nothing — the dashboard works from your first appointment and first invoice onward" time="A minute to read" after="A view of the hospital's headline numbers, and the report behind any of them" />

## What you're looking at

The heading reads **Executive** — "The hospital at a glance. Each figure opens the report behind it." Beneath it sit six tiles, and beneath those a **Reports** list.

There is no date picker, no filter and no toolbar. Every tile is a link, so a figure you do not believe is one selection away from its workings.

| Tile                       | What it counts                           | Where to read it in full |
| -------------------------- | ---------------------------------------- | ------------------------ |
| **Appointments today**     | Booked activity for today, hospital-wide | **Appointments** report  |
| **Appointments this week** | The week's booked load, for staffing     | **Appointments** report  |
| **Collected this month**   | Money that has actually arrived          | **Revenue** report       |
| **Outstanding**            | Invoiced and not yet paid                | **Revenue** report       |
| **Patients**               | The size of your patient list            | **Patients** report      |
| **New this month**         | Patients registered this month           | **Patients** report      |

The two money tiles answer different questions and are routinely confused: **Collected this month** is receipts, **Outstanding** is debt. Both are shown in your hospital's own currency — see [Currency](/platform/settings/currency).

**Empty state.** A new hospital sees the same six tiles reading zero and a **Reports** list that already lists everything its care areas allow. Nothing here has to be switched on.

### An em dash is not a zero

Tiles read **—** while a figure is still loading, and show a number only once the real value has arrived. So a **0** on this screen is a true zero, not a placeholder. The same honesty runs through the rest of the product: where a figure is not yours to see, it is withheld or rendered as a dash — you are never handed a fabricated zero standing in for something you have no access to. If a colleague quotes a number you cannot find, that is a difference in what each of you may see, not a discrepancy in the data.

## Then go and act

The dashboard is aggregates only — no patient names, no clinical detail, nothing to change. The work itself lives in the units:

| To act on                                        | Go to                                          |
| ------------------------------------------------ | ---------------------------------------------- |
| Today's queue, arrivals and the appointment book | [Front desk](/hospital/front-desk/overview)    |
| Beds, admissions and occupancy                   | [Admissions](/hospital/inpatient/admissions)   |
| Today's operating list and case flow             | [Theatre list](/hospital/theatre/list)         |
| Samples, results and turnaround                  | [Laboratory](/hospital/diagnostics/laboratory) |
| Invoices, payments and debt                      | [Billing](/hospital/revenue/billing)           |
| Your patient list                                | [Patients](/hospital/front-desk/patients)      |

## Open a report

<Steps>
  <Step title="Pick a figure or a report">
    Select a tile to open the report behind it, or choose any card from the **Reports** list below. Each card names the report and says in one line what it covers.
  </Step>

  <Step title="Set the period">
    A report opens on **Last 30 days**. Change it to **Last 90 days** or **Last 12 months** if you are looking at a trend rather than a month.
  </Step>

  <Step title="Read it, then export if you need to">
    Summary tiles, a chart over time, a breakdown and the rows behind them. See [Reports and analytics](/hospital/executive/analytics) for how the workbench behaves.
  </Step>
</Steps>

The **Reports** list here is the same set as the Analytics page, narrowed the same way — by your plan and by the care areas your hospital runs. Turning a care area off under **Settings → Facility** removes its report from both.

## Who can do this

**Role** decides whether **Executive** opens at all. On Enterprise, an owner controls which roles reach it under **Settings → Role Navigation**: owners and managers can never be locked out, accountants reach it by default, and a role with no rule of its own is unrestricted. Ward and bench roles are scoped to their own units and do not see the group.

**Permission** decides what a person may do inside a module. There is nothing to do on this page — it has no buttons — so no per-person permission gates a tile here. Permissions do govern the money screens a tile hands you off to, notably **View financial dashboard** and **View Payment Reports** in the **Billing** section of your staff sheet.

Enforcement is **opt-in per person**: a colleague never saved in the permissions sheet is unrestricted, and the sheet warns **"Saving starts enforcing"** before that changes. A **denied action is recorded**; an allowed one is not. Hiding a module from a role's sidebar is a convenience, not a security boundary.

<AuditNote action="Opening the executive dashboard" />

## Check it worked

* All six tiles show a figure rather than **—**.
* Selecting a tile opens the matching report on **Last 30 days**.
* The **Reports** list contains a card for every care area your hospital runs.

## Common issues

<AccordionGroup>
  <Accordion title="The executive overview could not be loaded.">
    A temporary read failure. Reload the page. If it keeps happening, note the time — support can match it against your audit log.
  </Accordion>

  <Accordion title="A tile has shown an em dash for a while">
    The figure has not arrived yet. Reload the page; the dashboard reads its figures once, on open, and does not refresh itself.
  </Accordion>

  <Accordion title="Collected this month does not match the bank">
    It counts payments recorded in ClinikEHR, not settlements into your account. Open the **Revenue** report and compare its **Payments** scope against your provider's payouts.
  </Accordion>

  <Accordion title="A report I expected is not in the list">
    Reports follow your plan and your care areas. See [Reports and analytics](/hospital/executive/analytics), which lists which report needs which care area.
  </Accordion>

  <Accordion title="Ward or theatre activity is not on the dashboard">
    The tiles are hospital-wide headlines only. Occupancy, length of stay and case volume live in the **Wards** and **Theatre** reports and on the unit screens.
  </Accordion>

  <Accordion title="Executive is missing from my sidebar">
    Your role is not one that reaches it, or the hospital is not on Enterprise. An owner can change the first under **Settings → Role Navigation**; see [Change your plan](/platform/plans/change-plan) for the second.
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="How current are these figures?">
    They are read when you open the page. There is no live feed and no auto-refresh, so reload if you have been sitting on the screen.
  </Accordion>

  <Accordion title="Can I change the period on the dashboard?">
    No. The tiles are fixed windows — today, this week, this month. Open the report behind a tile to choose a period.
  </Accordion>

  <Accordion title="Does this show patient names or clinical detail?">
    No. The dashboard is aggregates only. Named records live in the modules, where access is checked per person and per patient.
  </Accordion>

  <Accordion title="Is this the same as the Overview dashboard?">
    No. [Dashboard](/hospital/overview/dashboard) is your own working day; **Executive** is the whole hospital's numbers.
  </Accordion>

  <Accordion title="Can I export what is on this page?">
    Not from here. Open the report behind a tile and export from its data table.
  </Accordion>
</AccordionGroup>

<StillStuck />